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Eagle Materials

286 hedge funds and large institutions have $3.44B invested in Eagle Materials in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.85B → $3.44B (+$586M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

1% less funds holding

Funds holding: 290286 (-4)

1.69% less ownership

Funds ownership: 97.15%95.46% (-1.7%)

27% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 113

60% less call options, than puts

Call options by funds: $6.14M | Put options by funds: $15.4M

Holders
286
Holders Change
-4
Holders Change %
-1.38%
% of All Funds
5.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
36
Increased
83
Reduced
113
Closed
37
Calls
$6.14M
Puts
$15.4M
Net Calls
-$9.26M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$513K -7,300 Closed
UCFA
302
United Capital Financial Advisors
Texas
-$506K -7,205 Closed
AIM
303
Aigen Investment Management
New York
-$470K -6,696 Closed
Alyeska Investment Group
304
Alyeska Investment Group
Illinois
-$444K -6,321 Closed
LCM
305
Laurion Capital Management
New York
-$377K -5,366 Closed
Two Sigma Advisers
306
Two Sigma Advisers
New York
-$344K -4,900 Closed
AIMCA
307
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$260K -3,700 Closed
GCP
308
GSA Capital Partners
United Kingdom
-$251K -3,580 Closed
Public Sector Pension Investment Board (PSP Investments)
309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$251K -3,576 Closed
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
-$224K -3,187 Closed
MF
311
Magnetar Financial
Illinois
-$214K -3,052 Closed
MFG
312
Magnus Financial Group
New York
-$203K -2,898 Closed
NICM
313
Neo Ivy Capital Management
New York
-$178K -2,532 Closed
DCM
314
Dupont Capital Management
Delaware
-$145K -2,072 Closed
CAN
315
Cetera Advisor Networks
California
-$106K -1,516 Closed
QCMC
316
Quantum Capital Management (California)
California
-$60K -849 Closed
QT
317
Quantbot Technologies
New York
-$48K -693 Closed
OPS
318
Orion Portfolio Solutions
Nebraska
-$6K -89 Closed
Fidelity International
319
Fidelity International
Bermuda
-$5K -69 Closed
HNB
320
Huntington National Bank
Ohio
-$4K -52 Closed
FHC
321
First Horizon Corporation
Tennessee
+$242 +3 New

EXP Hedge Fund Activity: Q3 2020 in Review

286 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q3 2020, worth a combined $3.44B — up 21% from $2.85B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EXP and 36 opened new positions — a net loss of 1 holder — while 113 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $80.5M. The largest seller was Sachem Head Capital Management, cutting an estimated $30.1M.

  • 286 institutional investors held Eagle Materials (EXP) as of Q3 2020, down from 290 in Q2 2020.
  • Funds reported $3.44B of Eagle Materials stock for Q3 2020, up 21% quarter-over-quarter.
  • 36 funds opened new Eagle Materials positions in Q3 2020 and 37 closed out, a net change of -1 holder.
  • The largest Eagle Materials buyer in Q3 2020 was Fidelity Investments, an estimated $80.5M added.
  • The largest Eagle Materials seller in Q3 2020 was Sachem Head Capital Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2020.